Core Insights - DeepSeek's introduction of a new AI model in January 2025 caused significant market reactions, leading to a decline in stock prices of major Western tech companies, but the market has since stabilized and companies like Nvidia have seen substantial growth [1][2][3] Group 1: Market Reactions and Recovery - Following DeepSeek's initial model release, Nvidia's stock fell 17%, resulting in a loss of nearly $600 billion in market capitalization, while Broadcom and ASML also experienced significant declines [1] - Eleven months later, Nvidia achieved a $5 trillion valuation, Broadcom's shares increased by 49%, and ASML's stock rose by 36% [2] Group 2: DeepSeek's Model Releases - DeepSeek released its V3 model in late 2024, which was trained using less powerful chips and at a lower cost compared to models from OpenAI and Google [3][4] - The subsequent release of the R1 reasoning model in January 2025 surprised the market, as it matched or outperformed leading LLMs [4] Group 3: Market Dynamics and Spending - Despite initial concerns about reduced demand for AI infrastructure due to DeepSeek's model, spending in the AI sector did not slow down in 2025 and is expected to accelerate in 2026 and beyond [6][7] - The market has perceived DeepSeek's later model updates as incremental improvements rather than groundbreaking innovations [7] Group 4: Computational Limitations - DeepSeek has faced challenges in releasing new models due to limited computing power, particularly with the delay of the R2 model due to difficulties in training on Huawei chips [8][9] - U.S. restrictions on chip sales have constrained China's access to advanced computing resources, impacting DeepSeek's development capabilities [9][10] Group 5: Competitive Landscape - The release of advanced models by Western companies like OpenAI and Google has reassured the market of continued U.S. leadership in AI, easing fears of commoditization [12][13] - Analysts suggest that the competitive environment remains intense, with expectations of further significant releases from DeepSeek in the near future [13][14]

Group 1 - The A-share market saw significant movements in sectors such as intelligent driving and commercial aerospace, with the Shanghai Composite Index reaching a nearly 10-year high of 4068 points [2] - The AI ETF (515070) saw its holdings, including companies like Desay SV and Beijing Junzheng, experience notable gains, with Desay SV hitting the daily limit and Beijing Junzheng rising over 8% [2] - The AI ETF recorded an intraday increase of over 0.5%, with trading volume surpassing 270 million yuan [2] Group 2 - Huolong Securities believes the market is in a "slow bull" phase, with expectations for upward breakthroughs, supported by anticipated overall growth in listed company performance through 2026 [2] - The supportive policies, including more proactive fiscal measures and moderately loose monetary policies, are expected to enhance the internal momentum of the economy, leading to continuous improvement in the fundamentals of listed companies [2] - Despite rising trade protectionism, the global economy is expected to remain resilient, with foreign trade maintaining strong resilience [2] - The overall market valuation is considered reasonable, and with continuous improvement in profitability, there is potential for valuation expansion [2] - Expectations for micro liquidity in the market are abundant, driven by policy support for long-term capital inflows and positive fundamental outlooks, alongside a stable RMB exchange rate [2] - The China Securities Regulatory Commission's "14th Five-Year Plan" for the capital market aims to steadily expand high-level institutional openness, enhancing the attractiveness of the capital market [2] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for artificial intelligence, focusing on the midstream and upstream of the AI industry chain [3] - The top ten weighted stocks in the ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon Technologies, and Hikvision [3]

鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 新年刚至，陈天桥携手代季峰率先打响开源大模型 的第一枪。 正式发布其自研的旗舰版搜索智能体模型—— MiroThinker 1.5 ，堪称智能体模型领域的最强小钢炮。 最直观的还是基准测试上的性能评测： 在面对GPT-5-High、Gemini-3-Pro、DeepSeek-V3.2等一系列国内外顶尖模型，MiroThinker 1.5在四项基准测试中的表现都毫不逊色： HLE-Text （人类终极测试） ：39.2% BrowseComp （网页检索类大模型基准测试） ：69.8% BrowseComp-ZH （BrowseComp的中文适配版本） ：71.5% GAIA-Val-165 （GAIA基准测试验证集） ：80.8% | Model | Param | Browse | Browse | HLE | GAIA | | --- | --- | --- | --- | --- | --- | | | | Comp | Comp-ZH | | Val-165 | | Closed-Source Models | | | | | | | GPT-5- ...

截至2026年1月6日 13:24，中证人工智能主题指数(930713)上涨0.49%，成分股德赛西威(002920)上涨 10.00%，北京君正(300223)上涨8.44%，均胜电子(600699)上涨5.69%，澜起科技(688008)上涨4.83%，中 科创达(300496)上涨4.29%。AI人工智能ETF(512930)上涨0.44%，最新价报2.26元。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能 提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映人工智能主题上市公司证券的 整体表现。 数据显示，截至2025年12月31日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创 (300308)、新易盛(300502)、寒武纪(688256)、澜起科技(688008)、中科曙光(603019)、科大讯飞 (002230)、海康威视(002415)、豪威集团(603501)、金山办公(688111)、浪潮信息(000977)，前十大权重 股合计占比58.08%。 AI人工智能ETF(512930)，场外联接(平安中证人工智 ...

Core Insights - The article discusses the evolution of artificial intelligence (AI) over the past 70 years, highlighting significant milestones and the need for global collaboration in AI innovation [5][22] - It emphasizes the role of Shanghai and Hong Kong as key players in the AI landscape, showcasing their contributions and the potential for international collaboration [6][10] Group 1: Historical Context and Evolution - The concept of AI was first introduced in 1956, with early predictions of machines achieving human-level reasoning within a decade [3] - The journey of AI has included various phases, such as the golden age of symbolic reasoning, the AI winter, the resurgence of machine learning, and the explosion of deep learning [5] - Key breakthroughs in AI have been driven by interdisciplinary collaboration and the convergence of ideas, data, and computational power [5][22] Group 2: Shanghai's AI Ecosystem - Shanghai has nurtured foundational AI models and applications across various sectors, including healthcare and education [6][9] - Innovations such as the "ZhiYuan" robot, which set a Guinness World Record for the farthest distance walked by a humanoid robot, highlight China's advancements in embodied intelligence [9] - The city faces challenges in resource integration and global connectivity, particularly for AI companies seeking international expansion [9] Group 3: Hong Kong's Role as an AI Hub - Hong Kong is emerging as an AI hub in Asia, with around 500 AI-related organizations and 290 AI companies, supported by a robust capital market [10] - The Hong Kong government has allocated 3 billion HKD for AI initiatives, including the establishment of AI research institutes and supercomputing centers [10] - The upcoming WAIC UP! global annual conference in Hong Kong represents a significant opportunity for collaboration between Shanghai's AI practices and Hong Kong's international interface [10][11] Group 4: WAIC UP! Conference Insights - The WAIC UP! conference aims to connect various stakeholders in the AI ecosystem, providing a platform for sharing insights and fostering collaboration [11][13] - The conference features international speakers who will discuss the evolution of AI and its commercial potential, helping participants navigate the future landscape [14][15] - The event facilitates rapid networking and resource linking, allowing participants to establish connections that typically take months to develop [18] Group 5: Future Perspectives - The article underscores the importance of rethinking human roles in the age of AI, emphasizing that human judgment and emotional intelligence remain irreplaceable [23] - The WAIC serves as a platform for ongoing dialogue about the future of AI, encouraging diverse perspectives and interdisciplinary collaboration [25] - The evolution of AI from an academic topic to a broader civilizational issue reflects its growing significance in shaping the future [25]

来源：智通财经 智通财经1月6日讯（编辑 史正丞）全球首富马斯克麾下的人工智能初创公司近几天惹出新一轮祸事： 聊天机器人"格罗克（Grok）"正因涉嫌生成非法色情内容遭遇全球调查。 据新华网介绍，近日，X平台出现部分用户利用"格罗克"编辑图片和视频的现象，部分生成的内容可以 假乱真。一些用户借此生成真实人物的虚假性暴露内容，并在X平台上散播。受害者包括数百名女性和 未成年人。 法国巴黎检方上周五确认，将扩大对X平台的既有调查，并纳入新的指控：生成和传播儿童色情制品。 当地时间周一，欧盟委员会发言人托马斯·雷尼耶在新闻发布会上表示，欧委会正在"非常认真地调查此 事"。 雷尼耶表示："欧盟委员会非常清楚地意识到，X或'格罗克'目前正在提供一种所谓的'辣味模式'（Spicy Mode），其中展示了露骨的性内容，而且部分输出还生成了带有儿童特征的图像。" 他也进一步炮轰称："这不是'辣味'，这是违法的。这是令人震惊、令人作呕的。这就是我们的看法， 这样的内容在欧洲没有任何立足之地。" 最新捅出的篓子，意味着X很有可能会面临新一轮重罚。上个月，欧盟委员会以违反《数字服务法》为 由，对X处以1.2亿欧元的罚款。处罚涵盖多 ...

转自：证券时报 人民财讯1月6日电，企查查APP显示，近日，北京格灵深瞳人工智能科技有限公司成立，法定代表人为 吴一洲，注册资本为5000万元，经营范围包含人工智能基础软件开发；信息系统集成服务；计算机系统 服务；集成电路设计；电子元器件制造等。企查查股权穿透显示，该公司由格灵深瞳全资持股。 ...

Core Viewpoint - The article emphasizes that while AI has advanced in perception and decision-making, it has yet to master physical interaction, indicating a gap in the practical application of AI in robotics [2][3]. Group 1: Evolution of AI and Robotics - The transition from AI 1.0 to embodied intelligence marks a significant shift, with hardware and algorithms finally aligning, making 2025 a pivotal year for advancements in robotics [6][10]. - The rise of embodied intelligence is driven by improvements in hardware components, particularly the domestic production of key robot parts, which has reduced reliance on imports and improved cost control [8][9]. Group 2: Algorithm and Hardware Development - The article highlights that recent advancements in algorithms, such as Diffusion and Transformer models, have enabled robots to learn complex behaviors rather than relying solely on predefined rules [9][10]. - The collaboration between hardware and algorithm development is crucial, with the article suggesting that algorithm breakthroughs often lead to hardware advancements rather than the other way around [13][14]. Group 3: Methodology and Data Strategy - The company emphasizes a multi-modal approach in its development, integrating various sensory inputs beyond just visual data to enhance the robot's ability to perform tasks in real-world scenarios [18]. - A focus on high-quality, real-world data collection is essential, as even minor errors in robotic tasks can lead to significant failures, necessitating a rigorous data acquisition process [19][20]. Group 4: Benchmarking and Evaluation - The lack of a unified evaluation system in the industry is identified as a significant gap, prompting the company to invest in creating a benchmarking platform to facilitate comparisons and establish technical consensus [21][23]. - The goal is to create a clear methodology for evaluating robotic capabilities, which will help in validating and accumulating algorithmic advancements over time [23].

Group 1 - DeepSeek, an AI technology research company, is offering multiple job positions with starting salaries above 30,000 yuan, and the highest annual salary can reach 1.54 million yuan [1] - The demand for talent in AI is driving salary increases, with some positions seeing a rise of up to 70% compared to previous years, such as ByteDance offering 735,000 yuan for fresh graduates and Alibaba's Damo Academy exceeding 2 million yuan [3] - The year 2026 is projected to be a turning point for AI talent, where individuals will either benefit from the technological boom or be left behind [3] Group 2 - Many applicants for algorithm positions lack the necessary skills to meet the demands of leading companies, despite a high number of applicants [3][4] - The skills gap includes algorithm capabilities, modeling skills, project presentation abilities, and teamwork, which are often not matched by job seekers [4] - To address these issues, a comprehensive training program has been developed in collaboration with top AI companies to cultivate algorithm talent [5] Group 3 - The training program promises a full refund if participants do not secure a job offer or earn an annual salary of at least 290,000 yuan [6] - The curriculum focuses on practical skills that are directly applicable in the workplace, taught by industry professionals with experience in large-scale projects [8] - The program includes detailed explanations of algorithms and hands-on projects to familiarize participants with real-world applications [9] Group 4 - The training covers various projects, including multi-modal content understanding and retrieval, which addresses the challenges of extracting and understanding information from diverse data types [10][11] - Techniques such as multi-modal pre-training models and vector retrieval are emphasized to enhance the efficiency of information retrieval systems [13][16] - The program also includes the development of intelligent customer service systems using Retrieval Augmented Generation (RAG) technology to improve response accuracy and timeliness [17][19] Group 5 - The curriculum includes projects focused on PDF content parsing and intelligent formula extraction, utilizing advanced technologies like computer vision and optical character recognition [20][21] - Participants will learn to build enterprise-level intelligent customer service systems and gain experience in deploying these systems [19][24] - The program aims to equip participants with the skills to handle complex tasks and improve their employability in the AI sector [32][50]

Summary of CES 2026 Keynote Address by AMD CEO Dr. Lisa Su Industry Overview - The keynote was part of CES 2026, a major technology event showcasing innovations across various sectors, particularly focusing on AI and high-performance computing [1][4][5] - AMD is positioned as a central player in the global AI transformation, emphasizing its role in high-performance and AI computing [5][6] Core Points and Arguments AI and Computing Demand - AI is described as the most important technology of the last 50 years, with AMD prioritizing its development [15][16] - The number of active AI users has surged from 1 million to over 1 billion, with projections of reaching over 5 billion users [16][17] - Global compute infrastructure demand is expected to grow from approximately 1 Zettaflop in 2022 to over 100 Zettaflops by 2025, necessitating a further increase to over 10 Yottaflops in the next five years [17][19] - AI's integration into various sectors, including healthcare, education, and productivity, is highlighted as transformative [15][16] AMD's Technological Innovations - AMD's Helios platform is introduced as a next-generation rack scale solution designed for AI, featuring advanced MI455 GPUs and EPYC CPUs [23][30] - The MI455 GPU boasts 320 billion transistors and is designed for high performance, delivering up to 10 times more performance compared to previous generations [27][30] - The Helios rack is designed for optimal serviceability and reliability, weighing nearly 7,000 pounds and integrating cutting-edge technologies [24][25][26] Partnerships and Collaborations - AMD's collaboration with OpenAI is emphasized, showcasing the need for increased compute capacity to support advanced AI models [31][39] - Luma AI's CEO, Amit Jain, discusses their partnership with AMD, highlighting the efficiency and performance improvements achieved through AMD's hardware [50][59] Future Outlook - The demand for compute is expected to continue growing, with AMD's next-gen MI500 series already in development, promising a 1,000x increase in AI performance over four years [63][64] - The Ryzen AI 400 Series is introduced as the most advanced family of AI PC processors, set to enhance productivity and content creation capabilities [67][68] Additional Important Content - The keynote emphasizes the collaborative nature of innovation, stating that AI is not a solo act but a shared pursuit among industry leaders [2][4] - The importance of an open ecosystem for AI development is stressed, with AMD advocating for shared technology standards across hardware and software [48][49] - The potential of AI in personal computing is highlighted, with AI PCs becoming essential partners in productivity and creativity [65][66] This summary encapsulates the key themes and innovations presented during the CES 2026 keynote by AMD's CEO, focusing on the transformative impact of AI and the company's strategic advancements in computing technology.